MANAGEMENT The Art of Managing Up

M A N A G E M E N T
The Art of Managing Up
Wayne Turk
bout 45 years ago, a satirical play (later a movie)
called How to Succeed in Business Without Really Trying opened on Broadway. It offered a
method of moving up in the executive suite that
included a little murder and a lot of mishap.
There are better ways (even if you do have a boss you’ve
fantasized about murdering). One of those methods is
managing up. According to Thomas Zuber and Erika James,
“managing up is the process of consciously working with
your boss to obtain the best possible results for you, your
boss, and your organization. This is not political maneuvering or kissing up. Rather, it is a deliberate effort to bring
understanding and cooperation to a relationship between
individuals who often have different perspectives.”
A
Management or Manipulation?
Managing up or managing the boss sounds good in theory, but isn’t it just another term for manipulating the
boss or being the boss’s toady? No! Managing the boss is
a way to have a win-win-win situation where everyone,
including the organization and project, wins. Failure to
manage the boss can result in misunderstandings about
expectations and cause wasted time and effort on tasks
not in line with organizational goals or the project’s needs.
And looking at it from a purely self-serving perspective,
career progress rarely happens if you don’t manage your
boss successfully.
Team member, project manager, or program manager—
you have a boss, or in most cases, multiple bosses. You
have to worry about those bosses and their needs. Having more than one boss makes work more difficult because you have to consider the needs or preferences of
each of them. But it’s still doable.
If you are a manager at any level, you have to think about
managing both up and down. Some managers pay attention to managing either their own bosses or those people who report to them. It is the managers who only manage up who give managing the boss a less-than-stellar
reputation. They appear to be the suck-ups or toadies;
subordinates assume they don’t care about them and
may withhold their respect or slack off in their work. On
the other hand, the ones who only manage down can’t
advocate for their team or gain buy-ins for the project’s
endeavors from those up the chain. Successful managers
pay attention to managing both directions and communicating with their peers.
In this article, I will deal with managing up. If you are curious about successfully managing down, see “10 Rules
for Success as a Manager” (Defense AT&L, August-September 2004).
Guidelines for Managing Up
Communicate. And make sure the communication is twoway. Most of the guidelines in this article are related to
communication. Good communications skills are the basis
for being able to succeed in almost every situation. Communication with the boss can be verbal or written. Some
bosses are readers, meaning they prefer to receive information in written form. Others are listeners, meaning
they prefer to get their information verbally. In DoD, get-
Turk is an independent management consultant. He is a retired Air Force lieutenant colonel and defense contractor. He has supported information
technology projects, policy development and strategic planning projects for DoD, other federal agencies, and non-profit organizations. He is a frequent
contributor to Defense AT&L.
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Defense AT&L: March-April 2007
ting information to your boss may be a briefing from you
to him (and others). Listeners need to hear the information first, then they can consume a written version. Readers want the story on paper first so that they have some
time to digest and understand the issue before meeting
to discuss it. If you want your ideas to be heard, understood, and acted upon, make it easy for your boss by
communicating in the manner with which he is most
comfortable. You’ll be meeting your boss’s needs as well
as your own. But make sure that the communication is
two-way. You have to understand the boss’s wants and
decisions. Listen and ask questions if you aren’t sure.
Then it is a good idea to feed it back to confirm that you
got it right.
No surprises—don’t surprise the boss. Even good surprises can backfire on you. Most readers can cite examples of bringing the boss what they thought was good
news, only to find out later that it that it wasn’t so good
after all. Let her know what is happening with the project on a regular basis so that she can brief her boss. It
may be a quick meeting in her office; a daily, weekly, or
monthly e-mail; or some other exchange. Full-blown interim progress reports (formal meetings to discuss the
project status) on a regular schedule can help make sure
that neither of you is surprised.
Provide solutions, not problems. There are going to be
problems with your project. Every project has them. But
when you let your boss know about those problems, give
him your proposed solution(s). That shows him that you
have thought the situations through. There are supervisors who seem to want to hear only good news; they don’t
want to hear about problems. Those bosses represent a
particular challenge. It is up to you to help your boss face
problems head on with courage and innovation. For the
good of the project and the organization, you must communicate problems and failures with the successes, but
do so delicately and appropriately. That’s when providing him proposed solutions to the problems can really
pay off.
Be honest and trustworthy. Dishonesty, covering up problems or failures, and trying to sweep things under the rug
will only hurt you and the project in the long run. The
truth will come out eventually. Bad news doesn’t get any
better with age. A key element in managing your boss is
building trust by being trustworthy. Most people are dependable, hardworking, and have a desire to do a good
job, but because of misunderstandings or mismatched
priorities, some end up inappropriately labeled as problem children. To avoid that label, maintain your honesty
and dependability. One way of doing this is honoring
commitments, project schedules, constraints, and suspenses. The best way is just honest and forthright communication.
Defense AT&L: March-April 2007
Be loyal and committed. She’s your boss and you owe
her your loyalty and commitment, and she owes you her
support. If you don’t do your part, chances are that she
won’t do hers. And that’s bad for you and the project.
Understand your boss’s perspective and agenda. That
way, you can align your priorities with your boss’s priorities. Put yourself in his shoes. While many people think
that they have an understanding of their boss’s goals and
pressures, they don’t always understand the strengths,
weaknesses, aspirations, and work styles of their supervisors, or the pressures and constraints on them. Exploring
these will help you identify commonalities you never
knew existed and gain a little insight on how to better interact effectively with your boss.
Understand your boss’s preferences and try to conform
to them. If she wants a daily report on what has been accomplished, give it to her. If she wants the big picture and
not the details, give it to her that way. If she wants something in a specific format, give it to her. That doesn’t mean
that you can’t try to show her a better way, but remember to use tact and diplomacy. If you get crosswise with
your boss, even over something minor, you may never
be able to undo the damage.
One of the worst mistakes you can make is to assume
you know what your boss expects. Many bosses don’t
spell out their expectations, and the burden of discovery
falls to you. If he doesn’t give you the information that
you need, initiate one or a series of informal discussions
on “our” objectives. This can help your boss clarify and
communicate his ideas, plans, and needs to you; and it
gives you the chance to communicate your own ideas as
well. Together, set realistic expectations that you both
agree on. They include expectations on schedule, costs,
and the final product. The emphasis is on “realistic.” Don’t
set expectations too high or you will ruin your credibility
when they are not met. Don’t intentionally set them low.
That won’t help you either.
Understand your own management style and take responsibility for its effect on others. Developing an effective working relationship with your boss requires that you
understand yourself and your management style. Recognize your own strengths, weaknesses, goals, and personal needs; how you respond to being managed; and
how others respond to you. Be aware of the effect that
you have on others and their reaction to you, especially
those under you. If you don’t, you could be in for a surprise when you meet with the boss, especially at appraisal
time. She probably talks with some of your people and
has an idea of their reactions to you.
Depend on your boss’s strengths and use them. You need
to determine his strengths. Whether those strengths are
communication, seeing the big picture, resource man-
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Don’t go over the boss’s head or behind her back. That
is not the way to manage up and can permanently ruin
the relationship with the boss. Go to her first. If it is something very serious and she does nothing, you might have
to go over her head. In some cases she may be the serious problem and you can’t confront her. But going over
her head should be a last resort only if:
• Your project is on the line, and there is an urgent problem that your manager continues to ignore
• Your boss is doing something illegal
• Your boss has a serious physical illness, mental illness,
or substance abuse problem that you are aware of
• Your boss is doing something (e.g., sexual harassment
or contracting irregularities) that could lead to a lawsuit
and/or bad publicity.
agement, new ideas, or something else, go to your boss
for his expertise. Get him to use his particular skills for
the project. Remember, though, that time is a precious
commodity for most managers. Effectively managing
your boss requires that you respect his time. Every request made of the boss uses up his time and resources,
so make sure your requests are necessary. Use his
strengths, but if you can do it yourself, don’t waste his
time.
Recognize your boss’s weaknesses and compensate for
them. She is not going to be good at everything. It is up
to you to figure out where she’s weak and provide your
support in those areas. You might just want to intentionally try doing something to make life easier for your boss.
Maybe you can build the slides for her briefings, track the
finances, monitor the schedule, or provide the support
that she needs in some area. Perhaps your boss will spend
that extra time or effort that you saved her to advocate
for your project’s needs.
Be aware of your manager’s hot buttons and pet peeves.
Is it being late to meetings or not contributing, sloppy
memos or e-mails, swearing, a loud radio? Sounds obvious, but whatever they are, consider them land mines to
be avoided. Ignoring them (or not understanding them)
can sour your relationship with the boss. And that can
mean an unsuccessful project because you didn’t get the
support that you needed—or worst case, it can be career
suicide for you.
Request feedback—and learn to accept it. Request periodic feedback if you aren’t getting it. Don’t wait for the
annual appraisal to find out the boss’s opinion of you and
your work. If you get bad feedback, discuss your concerns, but do it on a mature level, not emotionally or confrontationally. As in a marriage, the best approach is nonadversarial. Listen to what he says and try to act on it.
In such cases, be very careful to keep the information
highly confidential, discussing it with only anyone who
needs to know. Document your conversation with that
person in an e-mail or memo for the record, and save a
copy for yourself. And always remember to tread carefully. You could be mistaken.
Managing Up: An Essential Tool
“[Managing up] sounds simple, but managers, and everyone else, need to learn this basic concept,” says Richard
L. Knowdell, author of Building a Career Development Program: Nine Steps for Effective Implementation. “If we want
someone to understand what we have to say, we must
learn to speak their language, rather than expect them to
learn ours.” By learning your boss’s “language” you can
accomplish what you need, help the boss succeed, and
make the project and the organization a success.
Adam Khan says in Self Help Stuff That Works, that the
way to manage up is to treat your boss like your liege
lord. He says that by making that your attitude, it changes
the whole environment. “Your attitude toward a person
creates that person. Interact with someone with a chip
on your shoulder and the person will usually respond defensively. Approach someone with friendliness and cooperation and the person is likely to respond in kind. We
play a part in creating the way someone treats us.” Excellent advice.
Too many people perceive that managing up is brownnosing or trying to curry favor with the boss. They consider it manipulative. But it’s not. Being rebellious or adversarial, or stonewalling the boss won’t get you or your
project anywhere. Managing up is one of the tools to engender success.
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The author welcomes comments and questions. Contact him at [email protected] or wayne.turk@
sussconsulting.com.
Defense AT&L: March-April 2007